Position in PH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,375,130
-$205,813 QoQ
Shares Held
4,473
-12.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#607
of 1,972 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Cyndeo Wealth Partners, LLC holds $20,811,537 across 8 Specialty Industrial Machinery names. PH ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
26,848 | $11,440,469 | |
| 2 | PH |
Parker-Hannifin Corp
This page
|
4,473 | $4,375,130 | |
| 3 | ROK |
Rockwell Automation, Inc
|
2,836 | $1,404,046 | |
| 4 | GEV |
GE Vernova Inc.
|
946 | $1,111,417 | |
| 5 | ITW |
Illinois Tool Works Inc
|
3,299 | $892,280 | |
| 6 | CMI |
Cummins Inc
|
1,035 | $738,172 | |
| 7 | EMR |
Emerson Electric Co
|
4,535 | $649,185 | |
| 8 | OTIS |
Otis Worldwide Corp
|
2,805 | $200,838 |
All Filings in PH
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,375,130 | 4,473 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,580,943 | 5,117 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,809,046 | 6,609 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $4,937,830 | 6,513 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $3,942,164 | 5,644 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,398,489 | 5,591 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,834,149 | 4,456 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,666,912 | 4,221 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,765,263 | 5,467 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,990,705 | 5,381 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,463,362 | 5,347 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $3,646,296 | 9,361 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $757,067 | 1,941 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,238,901 | 3,686 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,454,709 | 4,999 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||